Jonathan Wiseman

Jonathan Wiseman Email and Phone Number

Chartered Wealth Manager (Chartered FCSI) @ WEALTH at work
bidston, wirral, united kingdom
Jonathan Wiseman's Location
Greater Liverpool Area, United Kingdom
Jonathan Wiseman's Contact Details

Jonathan Wiseman work email

Jonathan Wiseman personal email

n/a
About Jonathan Wiseman

Jonathan Wiseman is a Chartered Wealth Manager (Chartered FCSI) at WEALTH at work. He possess expertise in investments, asset management, financial markets, portfolio management, equities and 6 more skills. Colleagues describe him as "Jonny was a rare balance of in being able to offer a detailed understanding of technical inputs on behalf of financial advisers within the realm of discretionary investment management and translate and execute them effectively"

Jonathan Wiseman's Current Company Details
WEALTH at work

Wealth At Work

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Chartered Wealth Manager (Chartered FCSI)
bidston, wirral, united kingdom
Website:
wealthatwork.co.uk
Employees:
174
Jonathan Wiseman Work Experience Details
  • Wealth At Work
    Fund Manager
    Wealth At Work Jan 2012 - Present
    Liverpool, United Kingdom
    Head of collectives and responsible for managing the 'rest of world' asset classes for all portfolios, in addition to designing and managing the ethical mandate and the ETF portfolio for smaller accounts. I am also responsible for deciding the strategic blends for portfolios, as well as having global asset allocation responsibilities I manage a team of 5 Investment Analysts and Portfolio Specialists.
    View
  • Xcap Securities Ltd
    Investment Manager
    Xcap Securities Ltd May 2010 - Dec 2011
    Wilmslow
  • Deutsche Bank
    Relationship Manager
    Deutsche Bank Jul 2004 - May 2010
    View
  • Tilney Investment Management
    Analyst
    Tilney Investment Management 2004 - 2005
    View
  • Tilney Investment Management
    Analyst
    Tilney Investment Management 2004 - 2005
    View

Jonathan Wiseman Skills

Investments Asset Management Financial Markets Portfolio Management Equities Wealth Management Investment Strategies Fixed Income Derivatives Investment Advisory Alternative Investments

Jonathan Wiseman Education Details

Frequently Asked Questions about Jonathan Wiseman

What company does Jonathan Wiseman work for?

Jonathan Wiseman works for Wealth At Work

What is Jonathan Wiseman's role at the current company?

Jonathan Wiseman's current role is Chartered Wealth Manager (Chartered FCSI).

What is Jonathan Wiseman's email address?

Jonathan Wiseman's email address is jo****@****oup.com

What schools did Jonathan Wiseman attend?

Jonathan Wiseman attended University Of Liverpool.

What skills is Jonathan Wiseman known for?

Jonathan Wiseman has skills like Investments, Asset Management, Financial Markets, Portfolio Management, Equities, Wealth Management, Investment Strategies, Fixed Income, Derivatives, Investment Advisory, Alternative Investments.

Who are Jonathan Wiseman's colleagues?

Jonathan Wiseman's colleagues are Liam Doyle, Mark Hallam, Jagram Minhas Dippfs, Sonny Singh, Lauren Popel, Tafadzwa Charlton Nyabanga Mcsi, Elliot Went.

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